General
3762 results found
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Make invoice inventory items linkable
Hello,
I would love it if I was able to click the items I have added to an invoice/estimate and it directs me straight to the item in inventory.
Cheers,
4 votes -
Macro recording feature would be a nice option. (step by step - work flow creation)
I would love to see a Macro recording feature that allows you to customize the steps in a process. This would allow for custom work flows or processes that you use most offten.
1 vote -
Due Date Time detail
It would help to have the detail of the time a ticket is due on the "tickets" page along side the date because a lot of our repairs are scheduled to the half hour so hourly differences are important.
7 votes -
allow for tax on POs
Can you please allow us to specify whether we have paid tax or not on products we buy in, either individually or through Purchase Orders? Some suppliers are registered for VAT in the UK while other's aren't, and we have no way of specifying this when we buy something in.
24 votes -
Notification when ticket is auto created from lead
Really need a notification when a ticket is auto created from a lead.
1 vote -
user rights
I would like the ability to give users certain rights in the app center and admin panels.
Thanks3 votes -
Ticket Type (custom field) on Leads
Now that the Custom Field / Ticket Type is required for creating a ticket, It make sense for it to be add the Custom Field drop down to the Leads processing page.
Currently when creating a ticket from a lead, there isn't a way to specify ticket type.
Also, there is no check box in the "Ticket type" drop down on the tickets page for tickets without a type set.
This means, that all of our saved searches that specify a ticket type will omit anything that doesn't have a ticket type (eg all the leads that have been turned…9 votes -
Linking the invoice/estimate replies to the ticket - Centralize all communication to the ticket
Its time to centralize communication from our clients.
Linking the invoice/estimate replies to the origination ticket needs to happen because it would simplify communication flow when receiving client communications.
Have you asked yourself these questions?
Why can’t the invoice/estimate response be as simple as when a client responds to a ticket?
Wouldn’t it make sense to push all of a conversation to the ticket that the invoice/estimate is connected to?
Simplification solutions
- What happens if a client is responds to an invoice (such as a recurring invoice) without a ticket. a. Solution: The response email to the leads area as…
5 votes -
Ticket Timers, labor rate, and notifications
Marking a ticket update to charge time now doesn't give the option to choose which labor rate to use. Viewing the Time Log allows to change the rate with a drop-down but does not change the pending charge.
Adding the labor/time to the Time Log instead of ticket update allows the right billing rate and creates the pending charge, but does not send a ticket update/email to the customer.
I would like to be able to select which labor rate on a ticket update (or have a default per customer), and/or be able to email an update from the Time…
17 votes -
Location on Ticket to CSV Export
I use the Export to CSV to run information for Data Analysis and would be helpful to have the ticket location on the CSV Ticket Export.
4 votes -
On the Ticket Dashboard, allow certain ticket status's to be hidden
We have some customer status's (such as "X| INVOICED") for tickets where a payment has not been taken and have been granted 30 day invoice, but we want to keep separate from the "Invoiced" status so they stand out to us in other areas.
We're wanting to use the Dashboard now, but all of these custom status tickets show up in it - which in our case they are completed tickets and don't want to be shown in the Ticket Dashboard view.
A simple dropdown with tickboxes next to each status (like in the standard ticket list view search) would…15 votes -
Add pending charge without ticket
I invoice my clients on a monthly basis (thank you for scheduled invoices!). Throughout the month I create tickets and add pending charges, and at the beginning of every month an invoice is created that pulls in those charges.
Sometimes however I'll have an event that doesn't really justify making a whole ticket. For example, I answer a phone call that takes long enough to justify billing for the call, but was still resolved during the call with no further follow up necessary. Or perhaps it will be a hardware order or some kind of reimbursement that I want to…
5 votes -
Allow receipt text to be uniformly aligned
On our receipts, half the text is centered and the other half is left-aligned. May be nitpicking here, but the receipts would look a lot better if all the text was uniformly aligned.
6 votes -
Sales pipeline management
Something like pipedrive.com that integrates with RS. I would love to be able to see where exactly a deal is in our pipeline. Has the prospect been contacted? Meeting set? Proposal sent? Follow up made? Sale closed? Onboarding process? All questions that need to be tracked and reported on.
11 votes -
Live Chat with ticket creation
It would be great if you offered a Live Chat feature with the ability that when chatting with a customer we could create a ticket from that conversation and have that information included into the ticket for reference.
5 votes -
Add Clock Repair
I was only able to check watch repair on your survey. add clock repair. those are two EXTREMELY different things!
2 votes -
ticket calendar
When creating a Ticket, and scheduling an appointment date and time, if on the calendar, it can highlight the current date you are on as to give you an idea on the calendar as to what the current date is. I basically know, but without the reference on the calendar, It for some reason makes me feel lost. I sometime have to review my outlook calendar on the other screen, or date in my pc system tray. Thanks.
9 votes -
New Ticket Comment
I have an idea. Why not make the email & sms check mark boxes or make them where you can click which one you want to be chosen to send. and just one box for the comments>
that way we can just write the comments once and chose if email or sms are being sent?1 vote -
Add a checkbox for "Ordered" and "Received" on "Editing item" Parts page
Add a preference to the Parts section that would allow the date fields for "Ordered" and "Received" to be checkboxes instead. Ideally, the checkboxes would record when they were checked with a timestamp. This would allow the person ordering parts to quickly update the status. We never update the status because the date fields are too clunky - however, I recognize that they are probably useful for some shops, so not asking for a replacement - simply an additional preference.
4 votes -
Ticket Reminders to include reference
When creating a reminder for a customer or ticket, it would be helpful if the reference number is displayed on the reminder screen. For customers that have lots of activity is is difficult to locate which document needs attention
1 vote
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